Advice Built on experience
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President Wealth Management |
Boca Raton, FL |
- Present |
Accomplishments
- Financial Planning Specialist
- Chartered Retirement Planning Counselor (CRPC®)
Registered States:
AZ, CA, CT, DE, FL, GA, LA, MA, MI, NJ, NY, OH, PA, RI, TX, VA, WA, WI